Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$1.99M Buy
2024
Q1
$2.25M Sell
2023
Q4
$2.78M Buy
2023
Q3
$2.24M Sell
2023
Q2
$3.18M Buy
2023
Q1
$1.88M Sell
2022
Q4
$1.95M Sell
2022
Q3
$2.49M Sell
2022
Q2
$3.11M Buy
2022
Q1
$1.64M Buy
2021
Q4
$782K Buy
2021
Q3
$665K Sell
2021
Q2
$885K Buy
2021
Q1
$714K Hold
2020
Q4
$761K Buy
2020
Q3
$675K Buy